Taxes in Retirement
Retiring Well with Charlie Jordan
English - March 18, 2022 16:50 - 20 minutes - 28.5 MB - ★★★★★ - 24 ratingsInvesting Business charitablegiving financialplanning retirement Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
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Matt Adams, CPA, CFP® with Dowling & Yahnke in San Diego, CA joins Charlie Jordan to discuss taxes in retirement. We talk about tips and strategies for reducing taxes at three stages of retirement: Those retiring within the next year Those who retired with the last year Those who have been fully retired for over a year To download a copy of The Elements of Retirement self-assessment and to subscribe to the Retiring Well Connection, visit us at https://www.brightworth.com/retiringwell